A detailed history of Valmark Advisers, Inc. transactions in Salesforce, Inc. stock. As of the latest transaction made, Valmark Advisers, Inc. holds 3,034 shares of CRM stock, worth $1.04 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,034
Previous 2,657 14.19%
Holding current value
$1.04 Million
Previous $683,000 21.52%
% of portfolio
0.01%
Previous 0.01%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024

BUY
$238.42 - $276.53 $89,884 - $104,251
377 Added 14.19%
3,034 $830,000
Q2 2024

Jul 31, 2024

SELL
$218.01 - $304.74 $153,261 - $214,232
-703 Reduced 20.92%
2,657 $683,000
Q1 2024

May 03, 2024

BUY
$251.12 - $316.88 $293,810 - $370,749
1,170 Added 53.42%
3,360 $1.01 Million
Q4 2023

Feb 02, 2024

BUY
$196.25 - $267.25 $10,008 - $13,629
51 Added 2.38%
2,190 $576,000
Q2 2023

Aug 02, 2023

SELL
$188.89 - $223.38 $40,422 - $47,803
-214 Reduced 9.09%
2,139 $451,000
Q1 2023

May 01, 2023

BUY
$134.8 - $199.78 $674 - $998
5 Added 0.21%
2,353 $470,000
Q4 2022

Feb 06, 2023

SELL
$128.21 - $165.27 $21,026 - $27,104
-164 Reduced 6.53%
2,348 $311,000
Q3 2022

Nov 02, 2022

SELL
$143.84 - $191.27 $4,315 - $5,738
-30 Reduced 1.18%
2,512 $361,000
Q2 2022

Aug 01, 2022

BUY
$155.6 - $218.85 $2,334 - $3,282
15 Added 0.59%
2,542 $420,000
Q1 2022

May 10, 2022

BUY
$190.54 - $255.46 $27,437 - $36,786
144 Added 6.04%
2,527 $537,000
Q4 2021

Feb 02, 2022

SELL
$247.21 - $309.96 $72,926 - $91,438
-295 Reduced 11.02%
2,383 $606,000
Q3 2021

Nov 09, 2021

BUY
$237.55 - $285.63 $45,847 - $55,126
193 Added 7.77%
2,678 $726,000
Q2 2021

Aug 06, 2021

BUY
$210.54 - $246.26 $523,191 - $611,956
2,485 New
2,485 $607,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $342B
  • Description
  • Salesforce, Inc. provides customer relationship management technology that brings companies and customers together worldwide. Its Customer 360 platform empowers its customers to work together to deliver connected experiences for their customers. The company's service offerings include Sales to store data, monitor leads and progress, forecast opp...
More about CRM
Track This Portfolio

Track Valmark Advisers, Inc. Portfolio

Follow Valmark Advisers, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Valmark Advisers, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Valmark Advisers, Inc. with notifications on news.